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Jupiter Topco Portfolio holdings
AUM
$245B
This Fund
S&P 500
This Quarter Est. Return
+28.42%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$245B
AUM Growth
–
Cap. Flow
+$233B
Cap. Flow % of AUM
Cap. Flow %
94.91%
Top 10 Holdings %
Top 10 Hldgs %
28%
Holding
2,461
New
2,461
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$16.6B |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$10.7B |
| 3 |
Broadcom
AVGO
|
+$7.85B |
| 4 |
Microsoft
MSFT
|
+$7.52B |
| 5 |
Amazon
AMZN
|
+$6.22B |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.81% |
| 2 | Healthcare | 20.34% |
| 3 | Industrials | 12.67% |
| 4 | Communication Services | 8.25% |
| 5 | Consumer Discretionary | 7.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
2251
Horizon Bancorp
HBNC
$1.09B
| $340K | ﹤0.01% |
+17,018
| New | +$313K |
2026 Q2
0 quarters
|
|
2252
Custom Truck One Source
CTOS
$2.27B
| $340K | ﹤0.01% |
+28,800
| New | +$271K |
2026 Q2
0 quarters
|
|
2253
Burford Capital
BUR
$793M
| $340K | ﹤0.01% |
+82,800
| New | +$378K |
2026 Q2
0 quarters
|
|
2254
Marcus & Millichap
MMI
$936M
| $340K | ﹤0.01% |
+10,880
| New | +$312K |
2026 Q2
0 quarters
|
|
2255
Annexon
ANNX
$748M
| $338K | ﹤0.01% |
+59,100
| New | +$327K |
2026 Q2
0 quarters
|
|
2256
Janus International
JBI
$467M
| $338K | ﹤0.01% |
+60,883
| New | +$319K |
2026 Q2
0 quarters
|
|
2257
Cullinan Oncology
CGEM
$667M
| $337K | ﹤0.01% |
+18,528
| New | +$275K |
2026 Q2
0 quarters
|
|
2258
Standard Motor Products
SMP
$984M
| $337K | ﹤0.01% |
+8,658
| New | +$331K |
2026 Q2
0 quarters
|
|
2259
John B. Sanfilippo & Son
JBSS
$691M
| $337K | ﹤0.01% |
+3,919
| New | +$310K |
2026 Q2
0 quarters
|
|
2260
Empire State Realty Trust
ESRT
$839M
| $337K | ﹤0.01% |
+62,179
| New | +$338K |
2026 Q2
0 quarters
|
|
2261
iShares Gold Trust
IAU
$57.5B
| $335K | ﹤0.01% |
+4,438
| New | +$377K |
2026 Q2
0 quarters
|
|
2262
GigaCloud Technology
GCT
$2.37B
| $335K | ﹤0.01% |
+10,600
| New | +$418K |
2026 Q2
0 quarters
|
|
2263
Independent Bank Corp
IBCP
$811M
| $335K | ﹤0.01% |
+9,278
| New | +$317K |
2026 Q2
0 quarters
|
|
2264
Esquire Financial Holdings
ESQ
$1.6B
| $334K | ﹤0.01% |
+2,800
| New | +$310K |
2026 Q2
0 quarters
|
|
2265
DELISTED
American Express Global Business Travel
GBTG
| $334K | ﹤0.01% |
+35,500
| New | +$288K |
2026 Q2
0 quarters
|
|
2266
Clarivate
CLVT
$1.49B
| $333K | ﹤0.01% |
+154,400
| New | +$377K |
2026 Q2
0 quarters
|
|
2267
Fox Factory Holding Corp
FOXF
$733M
| $328K | ﹤0.01% |
+19,338
| New | +$337K |
2026 Q2
0 quarters
|
|
2268
SOLV Energy Inc
MWH
$5.63B
| $327K | ﹤0.01% |
+9,600
| New | +$348K |
2026 Q2
0 quarters
|
|
2269
Daktronics
DAKT
$926M
| $327K | ﹤0.01% |
+16,700
| New | +$331K |
2026 Q2
0 quarters
|
|
2270
BJ's Restaurants
BJRI
$1.22B
| $326K | ﹤0.01% |
+5,363
| New | +$235K |
2026 Q2
0 quarters
|
|
2271
BrightSpire Capital
BRSP
$400M
| $323K | ﹤0.01% |
+59,262
| New | +$340K |
2026 Q2
0 quarters
|
|
2272
EquipmentShare.com Inc
EQPT
$3.91B
| $322K | ﹤0.01% |
+16,400
| New | +$351K |
2026 Q2
0 quarters
|
|
2273
Inhibrx
INBX
$1.23B
| $322K | ﹤0.01% |
+3,400
| New | +$341K |
2026 Q2
0 quarters
|
|
2274
Bel Fuse Inc Class A
BELFA
$2.55B
| $320K | ﹤0.01% |
+1,100
| New | +$267K |
2026 Q2
0 quarters
|
|
2275
Miami International Holdings
MIAX
$3.71B
| $320K | ﹤0.01% |
+8,600
| New | +$385K |
2026 Q2
0 quarters
|
|
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Jupiter Topco's Q2 2026 Portfolio in Review
Q2 2026 is the first quarter with a 13F filing on record for Jupiter Topco, which disclosed 2,461 positions worth $245B. Its ten largest holdings account for 28% of the portfolio.
Its largest position is NVIDIA: 80,761,806 shares worth $16.2B.
By sector, the portfolio is most concentrated in Technology at 35% of assets, followed by Healthcare and Industrials.
- Jupiter Topco's largest Q2 2026 buy was NVIDIA: 80,761,806 shares worth $16.2B.
- Jupiter Topco's ten largest holdings make up 28% of its $245B portfolio in Q2 2026.
- Jupiter Topco disclosed 2,461 positions in Q2 2026, its first 13F filing on record.
Based on Jupiter Topco's 13F filing for Q2 2026, filed 14 Aug 2026.